DUK icon

Duke Energy

1,463 hedge funds and large institutions have $42.1B invested in Duke Energy in 2019 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 624 increasing their positions, 511 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,463
Holders Change
+22
Holders Change %
+1.53%
% of All Funds
32.13%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.53%
New
103
Increased
624
Reduced
511
Closed
74
Calls
$447M
Puts
$329M
Net Calls
+$119M
Net Calls Change
+$24.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PGAM
1301
Princeton Global Asset Management
New Jersey
$174K
HFM
1302
Hartford Financial Management
Connecticut
$171K +$1.73K +18 +1%
NB
1303
Nicolet Bankshares
Wisconsin
$168K
AA
1304
Advisory Alpha
Michigan
$166K +$166K +1,732 New
HS
1305
Horan Securities
United States
$165K +$13.9K +145 +9%
WAP
1306
Wealthcare Advisory Partners
Pennsylvania
$162K -$4.98K -52 -3%
WPA
1307
West Paces Advisors
Georgia
$159K
CAM
1308
Cacti Asset Management
Georgia
$159K
VCM
1309
Versant Capital Management
Arizona
$158K -$2.58K -27 -2%
H
1310
Hexavest
Quebec, Canada
$155K
KTC
1311
Kistler-Tiffany Companies
Pennsylvania
$147K -$48.5K -506 -25%
KBFS
1312
Kohmann Bosshard Financial Services
Ohio
$146K -$235K -2,449 -62%
ARMT
1313
Amica Retiree Medical Trust
Rhode Island
$143K -$154K -1,608 -52%
TFA
1314
Toth Financial Advisory
Virginia
$141K +$960 +10 +0.7%
LWM
1315
Liberty Wealth Management
California
$138K -$44K -458 -24%
PCTC
1316
Perkins Coie Trust Company
Washington
$137K
TL
1317
TrueWealth LLC
Georgia
$136K
ATC
1318
Adirondack Trust Company
New York
$136K +$7.11K +74 +6%
MGIA
1319
Moneta Group Investment Advisors
Missouri
$135K +$135K +1,408 New
CTB
1320
Country Trust Bank
Illinois
$134K
FIB
1321
First Interstate Bank
Montana
$131K +$131K +1,370 New
AA
1322
AlphaMark Advisors
Kentucky
$130K
VC
1323
Vestor Capital
Illinois
$130K +$1.35K +14 +1%
AP
1324
Atwood & Palmer
Missouri
$129K
EIP
1325
Ellis Investment Partners
Pennsylvania
$126K +$960 +10 +0.8%